+98.4%
PRU price history and return analytics
+224.4%
-125.9%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.1% | -1.4% | -1.7% |
| 7D | -2.8% | -0.7% | -2.1% | -2.1% |
| 30D | +8.5% | -1.7% | +10.3% | +10.8% |
| 3M | +1.7% | -2.3% | +4.1% | +4.6% |
| 6M | +24.8% | +1.5% | +23.2% | +20.9% |
| YTD | +13.3% | +12.0% | +1.2% | -4.3% |
| 1Y | +21.4% | +12.9% | +8.5% | +1.4% |
| 3Y | +54.8% | +74.9% | -20.2% | -30.1% |
| 5Y | +42.4% | +59.9% | -17.6% | -26.8% |
| 10Y | +98.4% | +224.6% | -126.2% | -60.7% |
| All | +98.4% | +224.4% | -125.9% | -60.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling